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Bristol Financial Services offers a rich array of products and services to fit your personal and business financial needs. Browse our site to experience an introduction to the various financial tools available to you. Then, we strongly encourage you to contact us and make an appointment to discuss your unique needs and concerns, taking advantage of our friendly Vermont-style face-to-face no-nonsense approach.


To explore our services, follow the green bar menus above, or select from:

If you cannot find the particular answers or services you seek, please feel free to contact us. Our expertise extends in to many areas not covered here. And if we cannot provide an answer, we will be sure to steer you to someone who can!

 

 







Important Disclosures

Securities products and investment advisory services offered through registered representatives and investment advisor representatives of Tower Square Securities, a broker/dealer (Member FINRA/SIPC) and a Registered Investment Advisor. Bristol Financial Services is not affiliated with Tower Square Securities. Neither Tower Square Securities nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.

Representatives in this office are registered to offer products and services in the following states - VT, NH, CT, ME, NY, GA, CO, CA, NJ, MA, MI, OR, VA, NE, UT, IL, NC, PA, DC, KY, and FL. Registrations vary by representative.

Investment Advisory Services offered in the state of Vermont.

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photo credit: "Autumn color" by Lida Rose
available under a Commons Attribution-No Derivative Works 2.0 Generic license.